Do you want to be the referral partner of choice for other consultants or business advisors in your market? My personal experience tells me that people look to establish mutually beneficial referral relationships, and will focus their efforts on passing referrals to people who they believe are best equipped to return the favor.

How do you become the referral partner who is recognized as best-equipped to identify well-qualified opportunities for professionals who send referrals to you? How can you absolutely convince those professionals that you are capable of uncovering truly relevant issues and needs of the businesses they send you even if you don't possess any competence in their area of specialization?

I met with an experienced business coach recently who works to make sure his referral sources are aware that he uses EvaluSys management diagnostics with his prospective clients. When he receives a referral from them, he will make sure that prospect completes the diagnostic in their area of management and will introduce them to that prospect as a trusted resource to help them understand and address any issues discovered. EvaluSys gives him the edge he needs to earn the confidence of the current and future strategic partners, and be that "referral partner of choice".

Do you have to be a business coach or consulting generalist to use EvaluSys with prospective clients? It certainly doesn't hurt, but is isn't at all necessary. If you advise clients exclusively in one or two management areas, you can lead with those diagnostic modules, then follow with other diagnostics as a way to help those businesses reveal a broad spectrum of management issues. All you need to do to build those strong referral relationships is to encourage the completion of all diagnostics and make the referral when diagnostic results reveal important client needs.

For more information about using EvaluSys to be the "referral partner of choice" in your market, contact us to arrange a consultation.

Could your advisory firm benefit from utilizing EvaluSys with your client companies?

Here are some examples of how various advisory businesses benefit from EvaluSys:

Private Equity Firms

Potential clients are asked to complete the diagnostics as an initial benchmark of present management processes and challenges. Candidates who are willing to submit to this affordable evaluation process are more likely to be serious candidates who are committed to growing their business.

Business Brokers / Investment Bankers

Identify potential opportunities to upgrade management processes to improve financial performance and generate value to maximize valuation of marketed businesses.

Management Consulting Firms

Use EvaluSys diagnostics to perform a disciplined, consistent review of client management processes as a cost-effective discovery process. Capture evaluation results for use in proposal generation. Integrate proprietary diagnostic content to direct greater focus on the firm's core competency areas.

Small Business Bankers

Introduce the EvaluSys Business Evaluation process to your business banking customers to help them recognize opportunities to improve management practices and foster growth. A well-managed and growing business banking client presents increasing revenue opportunities and reduced credit risk.

Executive Peer Groups

EvaluSys diagnostics offer a source for self-help ideas to improve management practices for peer group members. Use the EvaluSys Business Insight & Advice Workshop™ service to consolidate evaluation results across the peer group and identify the top-5 common issues for group discussion and education.

Business Coaches

Leverage our broad evaluation content to help your client establish a strong list of action items for improved performance and future growth. Help clients review and prioritize resulting action items. Hold business leaders accountable for proper planning and timely completion of actions critical to meeting performance objectives.

Business Process Outsourcers

Utilize targeted diagnostics to uncover current process weaknesses where outsourced services offer a quick and comprehensive solution.

Local Business Advisor Networks

Allow EvaluSys to serve as an automated referral engine for participating area advisors. Diagnostic results identify business owner needs and provide visibility to subscribed network advisors who are available for assistance. When business owners decide to take action and request help, highly qualified leads are generated.


For more information about EvaluSys solutions, contact us for a personal consultation.